Top Tweets for #MODIson

8 days ago

Now in UC 🔒🚀 500 *... #modison

3 months ago

Modison @298, seems like an oppotuntiy to me, Lets wait & watch for long term. Purely for Informational Purposes.. #Invested #biased #dydd #modison

12K

8 days ago

#modison non stop. Ek ka do in 2 and half months.

Mohit Jariwala @mohitjariwala25

9 days ago

15th June: MODISON around ₹305. We kept adding lower. Our average: ~₹278. 31st August: ₹452. 🚀 That’s roughly +63% in just 2½ months. No daily noise. No changing narratives. Identify the opportunity. Have conviction. Give it time. Sometimes, the best advertisement for your research is simply the timestamp. 😉 #MODISON #StockMarketIndia #Investing

TA_Purvesh's tweet photo. 15th June: MODISON around ₹305.
We kept adding lower. Our average: ~₹278.

31st August: ₹452. 🚀
That’s roughly +63% in just 2½ months.

No daily noise. No changing narratives.
Identify the opportunity. Have conviction. Give it time.

Sometimes, the best advertisement for your research is simply the timestamp. 😉

#MODISON #StockMarketIndia #Investing

14K

spselva 📈 @spselvablogg

9 days ago

✨Modison Metals Ltd Now @ 440+++++++++++++++++++ On continuation , next tgt ??? #eq #modison #sp #nx

spselva 📈 @spselvablogg

almost 2 years ago

✨Modison Metals Ltd Now @ 208+++++++++++++++++++ On continuation , next tgt ??? #eq #modison #sp #nx

Vedant

@20emaTrader

9 days ago

#MODISON Again , perfect setup with low liquidity - no fills 😢

Markets by CG

@Stocks_Cg

19 days ago

#Modison 92 to 411 ( 4.5X ) 🔥 #Multibagger #Investing #StockMarket

Markets by CG

@Stocks_Cg

about 3 years ago

👉Modison Ltd is engaged in manufacturing silver electrical contact materials and finished contacts for Low, Medium, High & Extra High Voltage switchgear industry. Buy in panic only 🙏 🔹Market cap : ₹ 286 Cr. 🔹Debt 3Yrs ago : ₹25.82 Cr. 🔹Current Debt : ₹5 Cr.

Stocks_Cg's tweet photo. 👉Modison Ltd is engaged in manufacturing silver electrical contact materials and finished contacts for Low, Medium, High & Extra High Voltage switchgear industry.
Buy in panic only 🙏
🔹Market cap : ₹ 286 Cr.
🔹Debt 3Yrs ago : ₹25.82 Cr.
🔹Current Debt : ₹5 Cr. https://t.co/1EOlab5DDm

657

19 days ago

#Modison: The tiny component sitting inside India’s electrification story Most people have never heard of Modison. But its products sit inside the equipment that controls some of the most critical electricity infrastructure. Modison manufactures electrical contacts and contact materials used in circuit breakers, contactors and switchgear across low, medium, high and extra-high voltage applications. Its portfolio includes silver-alloy contacts, copper-tungsten contacts, crowns, brazing assemblies, bimetal rivets, cladded contacts and specialised alloys. In simple words, Modison makes the tiny metal parts that connect and disconnect electricity safely. And this is where the story gets interesting. In high-voltage contacts, Modison estimates it has ~80–82% market share in India and says it is the only Indian manufacturer of specialised “crowns”. These components are designed into breakers supplied to customers such as GE, ABB, Siemens, BHEL and BEL. Replacing a qualified contact supplier is not like changing a normal vendor — the component has to be tested and qualified for the specific breaker design, creating years of switching friction. The ISRO example shows how difficult this capability can be to replicate. ISRO had reportedly tried 5–6 suppliers over 5–6 years for a Russian-standard brazing alloy foil. Modison developed the import substitute in just 8–10 months and became the qualified domestic supplier. That is much more interesting than simply saying “Modison has good technology.” There is another important advantage: Modison is vertically integrated. It can refine silver, manufacture contact materials and then manufacture the finished contacts itself. It also has an in-house tool room, R&D capability and testing infrastructure. Around 260 new customer-specific products were developed in FY26 — these are not simple catalogue products, but parts designed around customer specifications. Now comes the growth opportunity. India is entering a long power-infrastructure cycle. More renewable generation means more transmission infrastructure. More factories, metros, EV infrastructure and data centres mean more switchgear. Management specifically highlighted data centres and AI as a demand driver because more data-centre power infrastructure requires more switchgear and therefore more electrical contacts. The pipeline is broader than just India. Modison wants exports to cross ₹100 crore in FY27 and has identified 20–25 large international prospects. It is also working on high-voltage products, silver-thrifting solutions, specialised alloys and tungsten recovery. The company has set revenue targets of ₹880 crore for FY27 and ₹1,365 crore by FY30. But investors need to understand one very important catch. Modison is not yet a pure high-margin specialty company. Around 80% of sales come from low/medium-voltage products, where management estimates only ~30–35% Indian market share and where silver accounts for 75–80% of raw-material cost. FY26 revenue jumped 45% to ₹716 crore and EBITDA rose 143% to ₹115 crore, but a large part of the reported growth was helped by the huge increase in silver prices. This is why I would not simply extrapolate FY26 margins. The real test for Modison is whether it can gradually shift the mix from “silver conversion” to “mission-critical engineering.” If high-voltage contacts, crowns, specialised alloys, exports, data-centre demand and grid infrastructure become a much larger part of the business, the quality of earnings could improve materially. If not, Modison could remain a cyclical silver-processing business with a very attractive niche attached to it. That is the real investment question. The moat is real. The opportunity is real. But the next few years will tell us whether Modison can turn a small high-voltage toll bridge into the main highway.

mohitjariwala25's tweet photo. #Modison: The tiny component sitting inside India’s electrification story

Most people have never heard of Modison. But its products sit inside the equipment that controls some of the most critical electricity infrastructure.

Modison manufactures electrical contacts and contact materials used in circuit breakers, contactors and switchgear across low, medium, high and extra-high voltage applications. Its portfolio includes silver-alloy contacts, copper-tungsten contacts, crowns, brazing assemblies, bimetal rivets, cladded contacts and specialised alloys. In simple words, Modison makes the tiny metal parts that connect and disconnect electricity safely.

And this is where the story gets interesting.

In high-voltage contacts, Modison estimates it has ~80–82% market share in India and says it is the only Indian manufacturer of specialised “crowns”. These components are designed into breakers supplied to customers such as GE, ABB, Siemens, BHEL and BEL. Replacing a qualified contact supplier is not like changing a normal vendor — the component has to be tested and qualified for the specific breaker design, creating years of switching friction.

The ISRO example shows how difficult this capability can be to replicate. ISRO had reportedly tried 5–6 suppliers over 5–6 years for a Russian-standard brazing alloy foil. Modison developed the import substitute in just 8–10 months and became the qualified domestic supplier. That is much more interesting than simply saying “Modison has good technology.”

There is another important advantage: Modison is vertically integrated. It can refine silver, manufacture contact materials and then manufacture the finished contacts itself. It also has an in-house tool room, R&D capability and testing infrastructure. Around 260 new customer-specific products were developed in FY26 — these are not simple catalogue products, but parts designed around customer specifications.

Now comes the growth opportunity.

India is entering a long power-infrastructure cycle. More renewable generation means more transmission infrastructure. More factories, metros, EV infrastructure and data centres mean more switchgear. Management specifically highlighted data centres and AI as a demand driver because more data-centre power infrastructure requires more switchgear and therefore more electrical contacts.

The pipeline is broader than just India. Modison wants exports to cross ₹100 crore in FY27 and has identified 20–25 large international prospects. It is also working on high-voltage products, silver-thrifting solutions, specialised alloys and tungsten recovery. The company has set revenue targets of ₹880 crore for FY27 and ₹1,365 crore by FY30.

But investors need to understand one very important catch.

Modison is not yet a pure high-margin specialty company.

Around 80% of sales come from low/medium-voltage products, where management estimates only ~30–35% Indian market share and where silver accounts for 75–80% of raw-material cost. FY26 revenue jumped 45% to ₹716 crore and EBITDA rose 143% to ₹115 crore, but a large part of the reported growth was helped by the huge increase in silver prices.

This is why I would not simply extrapolate FY26 margins.

The real test for Modison is whether it can gradually shift the mix from “silver conversion” to “mission-critical engineering.”

If high-voltage contacts, crowns, specialised alloys, exports, data-centre demand and grid infrastructure become a much larger part of the business, the quality of earnings could improve materially.

If not, Modison could remain a cyclical silver-processing business with a very attractive niche attached to it.

That is the real investment question.

The moat is real. The opportunity is real. But the next few years will tell us whether Modison can turn a small high-voltage toll bridge into the main highway.

115

22 days ago

@UnivestIN your report dated 17 Aug used ₹291 CMP when #MODISON was already near ₹356 and your 2030 bull case is ₹384. which as per me will hit tomorrow on 19th aug 2026. My system found it around ₹280. For me, ₹380 is not a target. It’s confirmation. 2 weeks above ₹380 = base case ₹500. That’s the difference between analysing a move and building a system that sees it early. 🙂 You are analysing why it moved. My engine was tracking why it could move before it moved. Anyone can write a report after attention arrives. Building an engine that identifies such changes before consensus notices them is a completely different game. You may be #1 as per your claim. But those who understand the difference between a content business and a real research edge won’t need this explained twice. Analysts are scalable with hiring. A genuine system moat is not. the best decision you took is to follow good stock analysts..... :)

TA_Purvesh's tweet photo. @UnivestIN your report dated 17 Aug used ₹291 CMP when #MODISON was already near ₹356 and your 2030 bull case is ₹384. which as per me will hit tomorrow on 19th aug 2026.

My system found it around ₹280.

For me, ₹380 is not a target. It’s confirmation.
2 weeks above ₹380 = base case ₹500.
That’s the difference between analysing a move and building a system that sees it early. 🙂

You are analysing why it moved.

My engine was tracking why it could move before it moved.

Anyone can write a report after attention arrives.

Building an engine that identifies such changes before consensus notices them is a completely different game.

You may be #1 as per your claim.

But those who understand the difference between a content business and a real research edge won’t need this explained twice.

Analysts are scalable with hiring.
A genuine system moat is not.

the best decision you took is to follow good stock analysts..... :)

InvestorLongT @InvestorLongT

22 days ago

#Modison 280 to 374 and counting. I don't give the usual picks which are floating on X. I do take huge time for research and that is why I don't give investment idea every day. :) #PRE Purvesh Research Report Engine INDICES NOT MOVING...BUT SOME STOCKS ARE MOVING LIKE ANYTHING.

TA_Purvesh's tweet photo. #Modison
280 to 374 and counting.

I don't give the usual picks which are floating on X.

I do take huge time for research and that is why I don't give investment idea every day. :)

#PRE Purvesh Research Report Engine

INDICES NOT MOVING...BUT SOME STOCKS ARE MOVING LIKE ANYTHING.

Attentive investor

@stockmarket8058

24 days ago

3 . Modison Ltd 🔖 #modison

Pawan Katariya

@BullsEyePK

27 days ago

The feeling when you see your thesis playing out exactly the way you had expected. Modison blockbuster results once again...let the fun ride begin.. #Modison

Pawan Katariya

@BullsEyePK

3 months ago

ABB. Siemens. Hitachi. GE. Mitsubishi. Toshiba. L&T. CG Power. They all source HV electrical contacts from the same Indian company. The company is listed. Market cap ₹815 cr. 🧵

BullsEyePK's tweet photo. ABB. Siemens. Hitachi. GE. Mitsubishi. Toshiba. L&T. CG Power.
They all source HV electrical contacts from the same Indian company.
The company is listed. Market cap ₹815 cr. 🧵 https://t.co/Mo7XW8lc8E

844

The Cloaked Gaze 👀

@gaze_observer

27 days ago

Modison Ltd Q1FY27 Results:- #Q1Results #Q1FY27 #Stockmarket #Nifty #Modison Revenue 270.47 Cr vs 134.14 Cr (+101.64% YoY┃-5.87% QoQ) EBITDA 50.09 Cr vs 8.56 Cr (+485.26% YoY ┃-29.82% QoQ) EBITDA Margin 18.52% vs 6.38% YoY & 24.84% QoQ PBT Ex-Exceptional Items 46.11 Cr vs 7.54 Cr (+511.59% YoY┃-31.92% QoQ) PAT 33.84 Cr vs 4.81 Cr (+603.68% YoY┃-5.99% QoQ) Other Income 2.63 Cr vs 3.33 Cr YoY & 1.80 Cr QoQ Last Q4 Exceptional loss of 19.92 Cr

gaze_observer's tweet photo. Modison Ltd Q1FY27 Results:-
#Q1Results #Q1FY27 #Stockmarket #Nifty #Modison

Revenue 270.47 Cr vs 134.14 Cr
(+101.64% YoY┃-5.87% QoQ)

EBITDA 50.09 Cr vs 8.56 Cr
(+485.26% YoY ┃-29.82% QoQ)

EBITDA Margin 18.52% vs 6.38% YoY & 24.84% QoQ

PBT Ex-Exceptional Items 46.11 Cr vs 7.54 Cr
(+511.59% YoY┃-31.92% QoQ)

PAT 33.84 Cr vs 4.81 Cr
(+603.68% YoY┃-5.99% QoQ)

Other Income 2.63 Cr vs 3.33 Cr YoY & 1.80 Cr QoQ

Last Q4 Exceptional loss of 19.92 Cr

27 days ago

@Investindia6 #modison result 100cr yearly PAT seems easily achievable ✌️

Musings of an Investor

@investormusings

about 2 months ago

#Modison #Ltd 2.3x in 5 months. No reco.

Musings of an Investor

@investormusings

8 months ago

Over 17 years in the Indian equity markets has taught me to look past the "noise" and seek out the quiet masters of a niche. I’ve recently added #Modison #Ltd to my portfolio—a structural bet on India's industrial and strategic self-reliance. 🧵 No reco. Please take your own call.

18K

13K

Ajit Fernandes @ajitf

about 2 months ago

The biggest takeaway isn't the 194% PAT growth—it's #Modison's niche monopoly-like positioning in silver electrical contacts. Strong moat + power capex tailwinds + reasonable valuation are what make it interesting. #fiibuying

ajitf's tweet photo. The biggest takeaway isn't the 194% PAT growth—it's #Modison's niche monopoly-like positioning in silver electrical contacts. Strong moat + power capex tailwinds + reasonable valuation are what make it interesting. #fiibuying https://t.co/pPGunGxyH2

Manoj Gupta

@manojgupta1979

about 2 months ago

🚨 Modison Ltd: An overlooked niche manufacturing story? ⚡️ While the market chases switchgear manufacturers, few are tracking the company that manufactures one of the most critical components inside every switchgear. Modison Ltd manufactures Silver Electrical Contact Materials & Finished Contacts used across Low, Medium, High & Extra High Voltage (LV/MV/HV/EHV) switchgear with decades of technical expertise and a long-standing collaboration with Germany's DODUCO. FY26 Performance ✅ Revenue: ₹710 Cr (+45% YoY) ✅ PAT: ₹72.5 Cr (+194% YoY) ✅ Operating Profit: ₹118 Cr (vs ₹45 Cr) ✅ OPM expanded from 9% to 17% ✅ ROE: 32% ✅ ROCE: 31% ✅ EPS jumped from ₹7.61 to ₹22.35 ✅ Total Dividend: ₹5.50/share (₹2.50 Interim + ₹3.00 Final) Q4 FY26 was exceptional • Revenue: ₹287 Cr vs ₹130 Cr (+121% YoY) • PAT: ₹36 Cr vs ₹10 Cr (+260% YoY) • OPM touched 25%, indicating strong operating leverage. Shareholding getting stronger 📈 Promoter holding increased 52.11% → 52.23% 📈 FII holding almost doubled 0.48% → 0.92% 📉 Public holding declined to 46.85% Rising promoter and FII ownership is generally viewed as a positive signal, although it should not be considered a guarantee of future performance. Silver prices – Risk or Opportunity? Many investors assume higher silver prices hurt profitability. However, Modison is primarily a value-added engineering manufacturer, not a commodity trader. Silver forms a major part of the selling price, and increases in silver prices can raise reported revenue if demand remains healthy, while margins depend on value addition, manufacturing efficiency and product mix rather than the metal price alone. Sustained high silver prices therefore do not automatically translate into lower profitability. Why FY27 could be interesting (illustrative scenario, not company guidance) If: • Silver prices remain firm, • Demand from power, railways, renewable energy and industrial electrification continues, • Margins stay near current levels, then revenue could potentially move towards ₹900–1,000 Cr, with PAT in the ₹90–110 Cr range. This is an analytical scenario, not a forecast. At around 12x earnings, Modison trades below many quality electrical manufacturing businesses that command materially higher earnings multiples due to their growth and return ratios. If execution remains strong, sustained ROE/ROCE and institutional participation improve, the market could assign a higher valuation over time. That said, any re-rating is uncertain and depends on future performance and market conditions. Key reasons to track ✔ High ROE & ROCE ✔ Improving margins ✔ Consistent dividend payout ✔ Increasing promoter & FII holding ✔ Niche product with high entry barriers ✔ Beneficiary of India's power infrastructure, transmission, renewables, railways and data centre capex. Sources: FY26 Annual Report, Company investor presentations/filings, BSE announcements and Screener. Disclaimer: This post is based solely on publicly available information and is meant for educational purposes. It is not a recommendation to buy or sell any security. Investors should conduct their own due diligence and consult a qualified financial advisor before making investment decisions. #Modison #ModisonLtd #ElectricalEquipment #Switchgear #Silver #PowerSector #PowerInfrastructure #MakeInIndia #Manufacturing #CapitalGoods #Infrastructure #RenewableEnergy #EnergyTransition #DataCenters #Railways #SmartGrid #ValueInvesting #GrowthInvesting #SmallCap #MicroCap #IndianStockMarket #StockMarketIndia #Investing #LongTermInvesting #Multibagger #FundamentalAnalysis #QualityStocks #BSE #NSE #IndiaGrowth

manojgupta1979's tweet photo. 🚨 Modison Ltd: An overlooked niche manufacturing story? ⚡️

While the market chases switchgear manufacturers, few are tracking the company that manufactures one of the most critical components inside every switchgear.

Modison Ltd manufactures Silver Electrical Contact Materials & Finished Contacts used across Low, Medium, High & Extra High Voltage (LV/MV/HV/EHV) switchgear with decades of technical expertise and a long-standing collaboration with Germany's DODUCO.

FY26 Performance
✅ Revenue: ₹710 Cr (+45% YoY)
✅ PAT: ₹72.5 Cr (+194% YoY)
✅ Operating Profit: ₹118 Cr (vs ₹45 Cr)
✅ OPM expanded from 9% to 17%
✅ ROE: 32%
✅ ROCE: 31%
✅ EPS jumped from ₹7.61 to ₹22.35
✅ Total Dividend: ₹5.50/share (₹2.50 Interim + ₹3.00 Final)

Q4 FY26 was exceptional
• Revenue: ₹287 Cr vs ₹130 Cr (+121% YoY)
• PAT: ₹36 Cr vs ₹10 Cr (+260% YoY)
• OPM touched 25%, indicating strong operating leverage.

Shareholding getting stronger
📈 Promoter holding increased 52.11% → 52.23%
📈 FII holding almost doubled 0.48% → 0.92%
📉 Public holding declined to 46.85%
Rising promoter and FII ownership is generally viewed as a positive signal, although it should not be considered a guarantee of future performance.

Silver prices – Risk or Opportunity?

Many investors assume higher silver prices hurt profitability.

However, Modison is primarily a value-added engineering manufacturer, not a commodity trader. Silver forms a major part of the selling price, and increases in silver prices can raise reported revenue if demand remains healthy, while margins depend on value addition, manufacturing efficiency and product mix rather than the metal price alone. Sustained high silver prices therefore do not automatically translate into lower profitability.

Why FY27 could be interesting (illustrative scenario, not company guidance)
If:
• Silver prices remain firm,
• Demand from power, railways, renewable energy and industrial electrification continues,
• Margins stay near current levels,

then revenue could potentially move towards ₹900–1,000 Cr, with PAT in the ₹90–110 Cr range. This is an analytical scenario, not a forecast.

At around 12x earnings, Modison trades below many quality electrical manufacturing businesses that command materially higher earnings multiples due to their growth and return ratios. If execution remains strong, sustained ROE/ROCE and institutional participation improve, the market could assign a higher valuation over time. That said, any re-rating is uncertain and depends on future performance and market conditions.

Key reasons to track
✔ High ROE & ROCE
✔ Improving margins
✔ Consistent dividend payout
✔ Increasing promoter & FII holding
✔ Niche product with high entry barriers
✔ Beneficiary of India's power infrastructure, transmission, renewables, railways and data centre capex.

Sources: FY26 Annual Report, Company investor presentations/filings, BSE announcements and Screener.

Disclaimer: This post is based solely on publicly available information and is meant for educational purposes. It is not a recommendation to buy or sell any security. Investors should conduct their own due diligence and consult a qualified financial advisor before making investment decisions.

#Modison #ModisonLtd #ElectricalEquipment #Switchgear #Silver #PowerSector #PowerInfrastructure #MakeInIndia #Manufacturing #CapitalGoods #Infrastructure #RenewableEnergy #EnergyTransition #DataCenters #Railways #SmartGrid #ValueInvesting #GrowthInvesting #SmallCap #MicroCap #IndianStockMarket #StockMarketIndia #Investing #LongTermInvesting #Multibagger #FundamentalAnalysis #QualityStocks #BSE #NSE #IndiaGrowth

111

16K

443

Mr.Bull @BullDream_2

about 2 months ago

My high conviction bets after in-depth research and future growth prospects - #Skygold #Aeroflex #KPL #KalyanJewellers #Maxvolt #Wabag #Zelio #Rajeshpower #Sahanasystems #Ztech #Modison #Krishnadefence #Brandman

CA.Surendra Reddy

@surendrareddyca

3 months ago

#Modison Dividend of Rs. 3 per share Record date: July 14th, 2026 AGM to be held on 21st July, 2026.

671

3 months ago

Modison @298, seems like an oppotuntiy to me, Lets wait & watch for long term. Purely for Informational Purposes.. #Invested #biased #dydd #modison